View Profile
Steve Welker and Company
- Mind
- Meeting
- Call
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
Best Financial Advisors in Toronto, ON
24 firms listed · all 24 in Toronto · 1 open 24/7 · 3 open weekends · 22 rated 4.5+
Data verified October 18, 2026
View Profile
Fortax
- Business
- Accounting
- Expertise
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
View Profile
Filing Taxes | Accountant Toronto
- Retainer
- Reason
- Information
“I wasn't sure that spending money for a consultation would be wise, but now I feel better and I believe I will save an unknown but possibly frightening amount of money by using the advice I got from them.”
View Profile
Merrick Financial
- Family
- Business
- Report
“After talking to us about our various retirement goals and plans, Chris did a deep dive into our finances, and then provided an excellent report outlining how (if) financially we could achieve those goals.”
View Profile
Mustafai Immigration
- Sister
- Parents
- Knowledge
“As it was the first time that I was applying for their visas, I decided to proceed with the help of someone who is well-experienced, professional and has an excellent success rate.”
View Profile
Flatiron Wealth Management
- Advice
- Business
- Expertise
“We have been working with Andrew for over 10 years and really appreciate the attention to detail that he and Jeff provide on both an on-going basis and during our annual reviews.”
The 24 firms listed for Toronto, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Toronto, ON
All 24 firms we list here are in Toronto itself. We have 175 firms in Toronto on file; this page shows the highest-rated 24. The firms on this page are rated from 4.2 to 5.0 across 1,621 reviews; 10 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (82%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "patient". 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website and 2 list staff certifications (CFP). Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 3 offer payment plans; 7 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 10 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Toronto take financial planning bookings online?
10 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
View Profile
Calum Ross - the Mortgage Management Group
- Portfolio
- Rate
- Real Estate Investment
“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”
View Profile
Novel Wealth
- Confidence
- Communication
- Portfolio
“We've been able to work with Jeff and his team at Novel Wealth to leverage several instruments at their disposal to develop a sound portfolio of investments, file taxes and plan for our future as a growing family.”
View Profile
Legacy Financial
- Understanding
- Financial Planning
- Knowledge
“I have only recently started working with Trevor in the past year, however he has been extremely helpful and very patient with my questions regarding my financial situation.”
View Profile
Morataya Corp.
- Mario
- Feel
- Questions
“I am very happy with the service provided by Mr Mario and his entire team (Julissa, Maribel, Mario Jr) in response times, always available to clarify any questions.”
View Profile
Empireone Credit Solutions
- Worries
- Patience
- Mind
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
View Profile
Finance Professionals
- Job Search
- Recruiters
- Industry
“It is extremely commendable and worthy of note that every member of the team I spoke with through my journey under them, was very pleasant and encouraging all the way from the beginning till the end.”
View Profile
Buxton Financial For Retirement
- Knowledge
- Life
- Cash Flow
“She worked through all of my financial fears, and showed me how I could achieve my retirement and estate planning goals while still enjoying travel and all things that are important to me along the way.”
View Profile
King Street Wealth
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
View Profile
Good Investing
- Options
- Ethical
- Manage
“We started with basic knowledge of investing and Tim taught us so much to give us confidence to start managing our own investments in a way that was completely aligned with our beliefs and values for sustainability.”
View Profile
Dodick Landau
“At the same time I felt that I had no alternative but to agree to being the executor as leaving the jumble to a professional agency with no connection to the deceased and his family risked being a disaster for everyone.”
View Profile
Fuller Financial Solutions - Head Office
- Patient
- Debt
- Sleep
“He was friendly, made you feel comfortable even though you are in a bad situation, he was well prepared to answer all my concerns, he followed up to ensure that I was ok with the process.”
View Profile
Eva Sachs Divorce Financial Consulting
- Individuals
- Fair
- Separation
“Eva is a wonderful resource and can help to simplify and sort through all of the various financial pieces to help clients move forward with confidence and clarity.”
View Profile
John Lysack Wealth Management
- Goals
- Financial Advisor
- Insurance
“From the explanation of that key crucial fact, I was able to move forward and make what I know to be is a wise financial decision for myself and for the future of my investment portfolio.”
View Profile
Stephen Aubert, Chartered Professional Accountant, CA
- Bookkeeping
- Team
- Questions
“He was an invaluable resource for me as a new business owner, not only taking care of all of my accounting needs, but taking time to walk me through CRA requirements for my company and giving me an education that I will draw on as my business grows.”
View Profile
Master Accountants
“I highly recommend them to for any tax and back office concerns that you may have if like me you own a small business in Ontario.”
View Profile
Castlemark Wealth Management
“They have safely and delicately guided us in planning our savings strategy for our daughters' education, retirement and goal setting.”
View Profile
Standard & Poor's
“Approvals!”
View Profile
Francinedick-Certified Financial Planner
- Insurance
- Retirement
- Management
“She also went above and beyond to find the best rates and evaluate many different providers, which was something I especially appreciated as my life insurance needs were a bit more complicated.”
Retirement Planning and Investment Management Services in Toronto, ON Cost Estimates
Minimum cost
$1250
Maximum cost
$10625
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6875
Fair price range is based on 312 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
